Refreshing a report page
Comments
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Hi,
When we update a field in a form (without opening the form) from the form menu i.e.
The page (report) doesn’t update to show the change.
Can that be done?
I checked out [url=https://documentation.decisions.com/refreshing-report-data-automatically-based-on-portal-events-2/]https://documentation.decisions.com/refreshing-report-data-automatically-based-on-portal-events-2/[/url]
But those refresh options don’t seem to be available for the form report pages I’d like to refresh.Regards.
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Ill need a little more detail. You mentioned that youre updating a field in a form without opening the form; how are you accomplishing those updates? Based on your attachment, are you doing this with an action flow?
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For previous email you can see I’m starting a flow from the forms menu (called ‘Assign to Me’) this is a really simple flow, one step to do a selective update based on the id of the form.
All it is updating is a field named ‘Owner’.
This all works. When the flow finishes though the report page doesn’t automatically update to show the new value for that form.
Hope that helps explain.0 -
First, well need to modify the page that Underwriting Stage 1 - Report: select the Report Source and under Behavior, check the box next to On Current Folder Change" (de-select "On Any Folder Change" is that one is selected). In the flow that you referenced in your email that does the Selective Update
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